US Wealth Management Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$276,443
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
3
33% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
3
LowAverage account size
$92,148
About
US Wealth Management Advisors, LLC provides investment advisory and financial planning services to a small, mixed client base that includes high‑income and high‑net‑worth individuals, corporate and institutional entities, family offices, and licensed independent advisors seeking turnkey solutions. The firm’s product set includes non‑discretionary separately managed accounts, financial planning and consulting, and multi‑entity or family‑office strategic advisory engagements.
The firm employs a multi‑disciplined investment process that combines top‑down macro analysis with fundamental, technical and cyclical methods, using company and sector ratio analysis and a technology‑oriented growth/value perspective informed by both value and growth investing frameworks. All accounts are managed on a non‑discretionary basis: the firm recommends trades and expects clients to authorize transactions, rather than exercising ongoing trading discretion on their behalf.
What is noteworthy relative to peers is the combination of a solo, independent adviser model with a client mix that explicitly includes corporate and institutional mandates and multi‑entity family office work—an uncommon configuration for a firm of this size. The firm also operates as a platform for other licensed advisors and recommends and implements a range of traditional and alternative investments, including private placements and tokenized real‑world assets, while relying on independent custodians for account custody.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Private / alternative investments
Real estate investing
Occupation focus
Executive
Founder/Business Owner
Fee options
Financial planning fees typically range from approximately $2,500 to $25,000 per engagement; negotiable and may exceed this range for complex cases
$0+: Up to 1.5% for traditional assets +: Up to 2.0% for plans involving alternative, digital, or tokenized real-world assets
Up to $550 per hour; negotiable based on complexity and scope
Fixed annual retainer fees for Family Office & Strategic Advisory services ranging from $25,000 to $275,000, depending on service requirements
Main office location
US Wealth Management Advisors, LLC
New York NY, United States
Number of offices
1
Most active in
US Wealth Management Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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